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RAFFA WEALTH MANAGEMENT, LLC’s Pinnacle West Capital PNW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214 Hold
2
– – ﹤0.01% 1253
2026
Q1 		$202 Buy
+2
New +$193 ﹤0.01% 1176
2015
Q1 		– Sell
-100
Closed -$6.83K – 825
2014
Q4 		$6.83K Hold
100
– – ﹤0.01% 176
2014
Q3 		$5.46K Hold
100
– – ﹤0.01% 195
2014
Q2 		$5.78K Hold
100
– – ﹤0.01% 178
2014
Q1 		$5.47K Hold
100
– – ﹤0.01% 178
2013
Q4 		$6.83K Buy
+100
New +$5.48K ﹤0.01% 176

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PNW Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 2 shares worth $214. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PNW in Q4 2013 and has held it in 7 quarters since. The position peaked at $6.83K in Q4 2014. 203 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 2 shares of Pinnacle West Capital worth $214 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1253 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Pinnacle West Capital in Q4 2013 and has held it in 7 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Pinnacle West Capital position peaked at $6.83K in Q4 2014.
  • 203 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.